Purchases and Sales Made in Q4 2023 in Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ) during Q4 2023. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO ALERIAN ML.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79.8MNew |
$1.9B - $2.07B
|
79.8M
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.43MNew |
$177M - $193M
|
7.43M
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.88M+ 2.41% |
$44.7M - $48.9M
|
79.8M
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
982KNew |
$23.3M - $25.5M
|
982K
$0
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
142KNew |
$3.37M - $3.69M
|
142K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
136KNew |
$3.24M - $3.55M
|
136K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
117KNew |
$2.77M - $3.03M
|
117K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
100K+ 101.5% |
$2.38M - $2.6M
|
199K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
87.3KNew |
$2.07M - $2.27M
|
87.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
75.1K+ 13106.63% |
$1.78M - $1.95M
|
75.7K
$0
|
|
|
Mar 14, 2024
Q4 2023
|
University Of Chicago
Chicago, IL |
BUY
|
- |
67.8KNew |
$1.61M - $1.76M
|
67.8K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
67.1K+ 9.51% |
$1.59M - $1.74M
|
773K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
66.9K+ 15.09% |
$1.59M - $1.74M
|
511K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
33.2KNew |
$788K - $863K
|
33.2K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
31.1KNew |
$739K - $809K
|
31.1K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
27.3K+ 225.9% |
$648K - $709K
|
39.3K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
27.2KNew |
$647K - $708K
|
27.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.1KNew |
$500K - $547K
|
21.1K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
16.7KNew |
$397K - $434K
|
16.7K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.9KNew |
$378K - $414K
|
15.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.6K+ 1.88% |
$371K - $406K
|
845K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.8KNew |
$303K - $332K
|
12.8K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.4K+ 9.86% |
$270K - $296K
|
127K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$267K - $292K
|
11.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.7K+ 11.16% |
$254K - $278K
|
107K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5K+ 10.99% |
$250K - $274K
|
106K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
8.8K+ 9.94% |
$209K - $229K
|
97.4K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8.67K+ 2.05% |
$206K - $225K
|
432K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.4K+ 17.33% |
$200K - $218K
|
56.9K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.29K+ 0.85% |
$197K - $215K
|
982K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.13KNew |
$193K - $211K
|
8.13K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
7.99KNew |
$190K - $208K
|
7.99K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.93KNew |
$188K - $206K
|
7.93K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.89KNew |
$187K - $205K
|
7.89K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.87K+ 76.96% |
$187K - $204K
|
18.1K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.69K+ 8.38% |
$159K - $174K
|
86.5K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5.61KNew |
$133K - $146K
|
5.61K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.72K+ 19.51% |
$112K - $123K
|
28.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.46K+ 1.43% |
$106K - $116K
|
315K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.55K+ 7.29% |
$84.3K - $92.3K
|
52.3K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.49K+ 6.4% |
$82.8K - $90.6K
|
57.9K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.45KNew |
$82K - $89.8K
|
3.45K
$0
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
3KNew |
$71.3K - $78K
|
3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.71K+ 10.22% |
$64.4K - $70.4K
|
29.2K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.64KNew |
$62.7K - $68.6K
|
2.64K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.61K+ 8.42% |
$61.9K - $67.8K
|
33.6K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.15K+ 20.25% |
$51K - $55.8K
|
12.7K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.66K+ 2.81% |
$39.3K - $43K
|
60.5K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.61K+ 367.43% |
$38.3K - $41.9K
|
2.05K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
1.19K+ 3.09% |
$28.3K - $30.9K
|
39.7K
$0
|